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AGF US Market Neutral Anti-Beta Fund
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Overview Fund Activity

70 hedge funds and large institutions have $272M invested in AGF US Market Neutral Anti-Beta Fund in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 11 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
19
Increased
35
Reduced
11
Closed
14
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$5K

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$35.9M
2
Jane Street
Jane Street
New York
+$13.3M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$12.4M
4
HighTower Advisors
HighTower Advisors
Illinois
+$8.25M
5
LPL Financial
LPL Financial
California
+$6.12M

Top Sellers

1
TAF
Tredje AP-fonden
Sweden
-$88.7M
2
AssetMark Inc
AssetMark Inc
California
-$4.22M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.2M
4
BCM
Beaumont Capital Management
Massachusetts
-$2.46M
5
CWM
Cedar Wealth Management
California
-$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$1.2M +$859K +41,231 +250%
HGA
27
Hobbs Group Advisors
South Carolina
$1.07M +$577K +27,687 +117%
APW
28
Axim Planning & Wealth
Ohio
$865K +$865K +41,528 New
MA
29
Mutual Advisors
Nebraska
$862K +$640K +31,932 +289%
CIA
30
Concurrent Investment Advisors
Florida
$839K +$839K +40,250 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$835K +$274K +13,136 +49%
FHA
32
Flagship Harbor Advisors
Massachusetts
$832K +$161K +7,723 +24%
PAG
33
Private Advisor Group
New Jersey
$799K +$381K +18,296 +91%
TWC
34
TD Waterhouse Canada
Ontario, Canada
$771K +$371K +17,952 +93%
HI
35
Harbour Investments
Wisconsin
$688K +$687K +32,944 +56,800%
DFP
36
Defined Financial Planning
California
$635K -$5K -241 -0.8%
BCA
37
Bay Colony Advisors
Massachusetts
$590K +$590K +28,578 New
TCM
38
Triumph Capital Management
Colorado
$557K -$202K -9,714 -27%
CAM
39
Clark Asset Management
New Hampshire
$487K +$487K +23,382 New
DAS
40
Dynamic Advisor Solutions
Arizona
$485K +$25.9K +1,244 +6%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$427K -$7.15K -343 -2%
CIBC World Market
42
CIBC World Market
Ontario, Canada
$425K +$66.3K +3,182 +18%
IA
43
IFP Advisors
Florida
$422K +$2.81K +135 +0.7%
MPW
44
Magnolia Private Wealth
Pennsylvania
$388K +$14.6K +700 +4%
EFG
45
Ethos Financial Group
Pennsylvania
$386K – – –
RFG
46
REAP Financial Group
Texas
$360K -$62.1K -2,978 -15%
HIP
47
HUB Investment Partners
Texas
$330K – – –
AWS
48
Atria Wealth Solutions
New York
$319K +$319K +15,297 New
Goldman Sachs
49
Goldman Sachs
New York
$301K +$301K +14,446 New
CFA
50
Camarda Financial Advisors
Florida
$286K +$44K +2,110 +18%
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